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Canby Financial in Your Community

Helping others is part of Canby Financial Advisors' cultural DNA. In addition to providing financial guidance to individuals and families, Canby Financial Advisors maintains a strong commitment to the community and the world at large.

Each year, we serve as a corporate sponsor for events held by area nonprofit organizations, and we also donate a portion of our revenue to local, national, and international charities. We encourage our employees to give time and funds to causes and organization that interest them by matching their contributions and giving each two paid days per year to participate in volunteer work.


Community Outreach

Members of the Canby Financial Advisors team are involved in area nonprofit organizations striving to improve the quality of life in the Greater Boston area and beyond.


Chris Gullotti is a trustee for the Foundation for MetroWest, a community foundation that provides funding and support to hundreds of nonprofit organizations in the MetroWest area.



Joelle Spear is a Trustee for the Second Century Endowment Fund, a nonprofit organization whose primary mission is to purchase library materials for the Randall Library in Stow, MA. She also supports this public library as a member of the Randall Library Friends.





Nonprofit Sponsorships

Each year, Canby Financial Advisors supports area nonprofits through corporate sponsorships.


In 2021, Canby Financial Advisors was a corporate sponsor for the Foundation for MetroWest's ONE MetroWest Fund campaign.  As part of this initiative, several members of the Canby Financial team gave a day of service in October to various nonprofits through the region.

Eileen Carlson and Chris Gullotti take a break from removing invasive plants at the Charles River Watershed Association in Ashland.


In October 2021, Canby Financial Advisors was a corporate sponsor for the ScareCrow Classic 5K, benefiting the Lincoln Land Conservation Trust, which acquires and holds conservation land in trust for the benefit of the residents of Lincoln and the general public. 



In May 2021, Canby Financial Advisors was a corporate sponsor for the 15th Annual Lincoln-Sudbury Boosters Golf Classic, benefiting this nonprofit organization that enlists the broader community to raise and distribute funds to benefit Lincoln-Sudbury athletic teams.

Dan Flanagan (left) and his foursome prepare to go the distance at Canby Financial's sponsored tee.



In March 2021, Canby Financial Advisors was a corporate sponsor for the 13th Annual SERF College Fair, presented by the Sudbury Education Resource Fund.



In October 2020, Canby Financial Advisors was a corporate sponsor for the 1st Annual JPK Memorial Golf Tournament, a fundraiser benefiting Camp Joslin, a program at the Barton Center for Diabetes Education that supports kids with diabetes.

Eileen Carlson and Dan Flanagan prepare to drive to new heights at Canby Financial's sponsored tee.

In July 2019, Canby Financial Advisors was a corporate sponsor for the 7th Annual Play Fore Playmakers charity golf tournament, benefiting the Life is Good Kids Foundation Playmakers Program, which each year helps more than 1 million kids overcome early childhood trauma.

In May 2019, Canby Financial Advisors was a corporate sponsor for the 13th annual Lincoln-Sudbury Boosters Golf Classic, benefiting this nonprofit organization that enlists the broader community to raise and distribute funds to benefit Lincoln-Sudbury athletic teams.


Dan Flanagan and David Jaeger bring their "A" game to Canby Financial's sponsored tee.

In May 2019, Canby FInancial Advisors was a corporate sponsor for the 1st Annual Stow PTO's Run for the Kids, which provides financial support for student activities and programming at The Center School and Hale Middle School in Stow, MA.


Race participant Bella Spear, daughter of Canby Financial advisor and Stow resident Joelle Spear.

In April 2019, Canby Financial Advisors was a corporate sponsor for the Foundation for MetroWest's 2019 Spring Inspiration Breakfast, an annual celebration of youth and family philanthropy.

In March 2019, Canby Financial Advisors was a corporate sponsor for the Sudbury Education Resource Fund (SERF) Annual College Fair, attended by nearly 1,000 students and parents who could meet with representatives of more than 50 public and private colleges and universities.

In November 2018, Canby Financial Advisors was a corporate sponsor for the Foundation for MetroWest's 2018 Community Leadership Breakfast, attended by more than 300 business leaders who are committed to finding ways to strengthen the region through philanthropy and volunteerism.


Canby Financial attendees David Jaeger, Eileen Carlson, and Foundation for MetroWest Trustee Chris Gullotti

In October 2018, Canby Financial Advisors was a corporate sponsor for the ScareCrow Classic 5K, benefiting the Lincoln Land Conservation Trust, which acquires and holds conservation land in trust for the benefit of the residents of Lincoln and the general public.

In October 2018, Canby Financial Advisors was a tee-sponsor for South Shore Habitat for Humanity's 20th Annual Charity Golf Tournament, benefiting this nonprofit organization that works in partnership with 35 cities and towns south of Boston to help local families living in inadequate housing to move into decent and affordable homes of their own.


Dan Flanagan prepares for the perfect drive at Canby Financial's sponsored tee.

In July 2018, Canby Financial Advisors was a corporate sponsor for the VIC at Myopia Polo event at the Myopia Polo Club in South Hamilton, MA. This annual event is designed to raise funds and awareness for the Vaccine and Immunotherapy Center at Massachusetts General Hospital, whose mission is to shape a brighter future for patients by accelerating the development of new vaccines and immune-based therapies.


Personal and Corporate Volunteerism

Canby Financial Advisors' employees are actively involved as supporters and volunteers for a wide range of nonprofit organizations, including community foundations, nature conservancies, and social service agencies. Employees often team up to participate in a Day of Service to area organizations.


Packing personal hygiene products for Hope and Comfort, a Needham-based nonprofit organization that provides basic and essential hygiene products to those without access, improving health and self-esteem.

Cleaning up hiking trails for the Sudbury Valley Trustees, which works to protect natural areas and farmland for wildlife and people in the 36 communities that surround the Sudbury, Assabet, and Concord Rivers.

Packing care packages for people in need with Cradles to Crayons, a nonprofit that provides children in homeless or low-income situations with the essential items they need to thrive—at home, at school, and at play.

Becoming certified in CPR by the American Red Cross.

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